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Steven Levi Meyer

Kestra Advisory Services, LLC

Austin, TX

Omaha, NE

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Current Employers
Kestra Advisory Services, Llc

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-06-13
NE RA APPROVED 2022-06-10
  • TX RA
    APPROVED_RES
    Since 2022-06-13
  • NE RA
    APPROVED
    Since 2022-06-10

Branch Locations

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Omaha, NE • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Td Ameritrade Omaha NE 09/2017 12/2021
Park Your Pawz Omaha NE 04/2017 09/2017
Sprouting Minds Childcare (West Maple Childcare) Omaha NE 08/2016 04/2017
Kestra Investment Services, Llc Austin TX 04/2022 Present
Unemployed Omaha NE 12/2021 04/2022
Kestra Advisory Services, Llc Austin TX 04/2022 Present
  • 09/2017 → 12/2021
    Td Ameritrade
    Omaha, NE
  • 04/2017 → 09/2017
    Park Your Pawz
    Omaha, NE
  • 08/2016 → 04/2017
    Sprouting Minds Childcare (West Maple Childcare)
    Omaha, NE
  • 04/2022 → Present
    Kestra Investment Services, Llc
    Austin, TX
  • 12/2021 → 04/2022
    Unemployed
    Omaha, NE
  • 04/2022 → Present
    Kestra Advisory Services, Llc
    Austin, TX
Previous Registrations
  • 2018-06-28 → 2021-12-22
    Td Ameritrade, Inc.
    Omaha, NE
  • 2018-06-29 → 2021-01-21
    Td Ameritrade Investment Management, Llc
    Omaha, NE
    Omaha, NE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-06-26
S63 Uniform Securities Agent State Law Examination 2017-11-03
  • S66 Uniform Combined State Law Examination
    2018-06-26
  • S63 Uniform Securities Agent State Law Examination
    2017-11-03
Other Names
  • Steve Levi Meyer

View on SEC IAPD

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DILDA DEEPAK DALVI
ANNA VICTORIA BODINE
Stephanie Caroline Morgan
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Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

More in Austin, TX

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